Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Beatriz Jimenez wharton is a financial advisor registered with Ameriprise Financial Services, LLC. Jessica has been in the financial industry since November 3, 2008. Jessica currently has 18 state registrations and 2 Investment Adviser state registrations. Jessica holds FINRA Series 7, Series 66 and SIE licenses. Jessica also has other outside business interests including a family trust and a position with Bryant & Stratton. Ameriprise Financial Services, LLC has over 140,000 clients and manages more than $479 billion in assets. The firm offers a range of services including financial planning, portfolio management for businesses and individuals, educational seminars, and publication of periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
03/26/2021 - Present
Ameriprise Financial Services, LLC (East Syracuse NY)
BOTH
Issued 07/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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